Wingate Wealth Advisors, Inc. Ishares Tr Esg Screened S&P 50 Transaction History
Wingate Wealth Advisors, Inc.
- $179 Billion
- Q4 2025
A detailed history of Wingate Wealth Advisors, Inc. transactions in Ishares Tr Esg Screened S&P 50 stock. As of the latest transaction made, Wingate Wealth Advisors, Inc. holds 4,603 shares of XVV stock, worth $238,619. This represents 0.14% of its overall portfolio holdings.
Number of Shares
4,603Holding current value
$238,619% of portfolio
0.14%Shares
1 transactions
Others Institutions Holding XVV
# of Institutions
138Shares Held
3.46MCall Options Held
0Put Options Held
0-
Sun Life Financial Inc Toronto, A6823KShares$42.7 Million2.16% of portfolio
-
Becker Capital Management Inc226KShares$11.7 Million0.35% of portfolio
-
Lpl Financial LLC Fort Mill, SC218KShares$11.3 Million0.0% of portfolio
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Brown Advisory Inc159KShares$8.27 Million0.01% of portfolio
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Jnba Financial Advisors101KShares$5.23 Million0.47% of portfolio